Compare · 3 funds side by side · dividends reinvested

CPST, DFAC and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

CPST, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.0

Calamos S&P 500 Structured Alt Protection ETF - SeptemberUS Stock Styles · Large cap0.69%0.00%+4.5%+5.2%[…][…]−1.4%2.2%$41M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CPST 2024 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos S&P 500 Structured Alt Protection ETF - September · $41M[…]

CPST

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested

CPSTMeasureDFAC

+4.5%Year to dateJan 1 → Nov 4+15.8%

+5.2%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

0.69%Expense ratio$69 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $87 a year on $10k0.87%

−1.4%Worst dropSmaller is better−8.5%

2.2%VolatilityLower is calmer12.3%

CPSTDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPST vs DFAC: Top 5 Holdings

Today

CPST

[…]in top 5

DFAC

in top 520.1%

CPSTStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CPST vs DFAC Returns, Every Period

CalamosCPST

+5.2%

past year

DFACDimensional

+17.7%

past year

CPSTDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CPST vs IJH

YTD

CalamosCPST

+4.5%

IJHiShares

+13.9%

+4.5%Year to date+13.9%

−1.4%Worst drop · 1Y−8.8%

2.2%Volatility · 1Y15.0%

0.0%Yield1.2%

$40.9MAssets$125B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPST, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

CPST0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CPST, DFAC, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAC0.87%$87

CPST0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

CPST$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CPST, DFAC, IJH

Today

11.5%most shared, DFAC and IJH

CPSTDFACIJH

CPST—[…][…]

DFAC[…]—11.5%

IJH[…]11.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

CPSTWorst drop−1.4%2.2% vol

DFACWorst drop−8.5%12.3% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+13.9%Year to date+15.8%

1.2%Yield0.9%

+16.4%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026